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🚨Silver Supply Shock & Short Squeeze Alert!🔥Ethereum & Polygon Analysis · The Paul Barron Crypto Show

• 0:00
  Speaker 1: A silver shock is starting to hit the industry. This
• 0:02
  Speaker 1: is a commodity you guys don't want to miss it,
• 0:04
  Speaker 1: and how it plays into crypto is very interesting. Stay
• 0:07
  Speaker 1: tuned for that. Let's get into the first tweet right here.
• 0:09
  Speaker 1: This is Bullion Star, who goes into an issue around
• 0:13
  Speaker 1: the tightening of the labor or excuse of the silver market.
• 0:16
  Speaker 1: One thing they're noticing is the wholesale supply also customers
• 0:20
  Speaker 1: lining up before opening. If you don't know Bullion, these
• 0:23
  Speaker 1: guys are a big silver and gold supplier, both in
• 0:26
  Speaker 1: the US, New Zealand, Singapore, etc. Point being is they
• 0:30
  Speaker 1: are getting out there where a lot of demand is
• 0:33
  Speaker 1: happening on physical silver, and this is one of the
• 0:36
  Speaker 1: reasons why we're seeing so much movement on the silver market.
• 0:39
  Speaker 1: I think a lot of people got caught really flat
• 0:42
  Speaker 1: footed here. If you look at just some of the
• 0:43
  Speaker 1: key points here, silver lease rates, the cost of borrow
• 0:46
  Speaker 1: London silver overnight have spiked one hundred percent annualized. This
• 0:50
  Speaker 1: is hitting an all time high. If you look at
• 0:52
  Speaker 1: the chart right there, you just don't see this in
• 0:54
  Speaker 1: comparison to previous years. This is a titan move and
• 0:59
  Speaker 1: one of the things that happened on the show before.
• 1:01
  Speaker 1: We've had any Scheckman, and we had him on a
• 1:03
  Speaker 1: couple of weeks ago kind of breaking down where silver
• 1:06
  Speaker 1: was going and what could be happening now. And he's
• 1:09
  Speaker 1: out there in the field. It looks like trying to
• 1:11
  Speaker 1: actually acquire silver. This was a clip from today. Take
• 1:15
  Speaker 1: a look at what he had to say.
• 1:16
  Speaker 2: One of my large distributors in Miami sent me an
• 1:19
  Speaker 2: email almost identical to that Monday morning saying, we are
• 1:23
  Speaker 2: not taking any orders until we get a grasp on
• 1:25
  Speaker 2: the premiums and on the spread. If I go out
• 1:28
  Speaker 2: and I buy three hundred thousand ounces of silver right now,
• 1:31
  Speaker 2: in order for me to hedge it, I have to
• 1:33
  Speaker 2: use a colmex contract that's two bucks back of spot.
• 1:37
  Speaker 2: That doesn't work. Normally, I'd buy five million dollars worth
• 1:40
  Speaker 2: of silver in my warehouse and short five million on
• 1:44
  Speaker 2: COMEX to hedge my exposure. We got a problem, Yeah, all.
• 1:49
  Speaker 1: Right, So he is hitting it right there. They do
• 1:51
  Speaker 1: have a problem in how to deal with this. One
• 1:53
  Speaker 1: thing to consider is this right here at USA sending
• 1:57
  Speaker 1: silver bars to London. London. Basically the silver shock is
• 2:01
  Speaker 1: sending kind of shockways around the world. Because London. There's
• 2:05
  Speaker 1: many articles that have said London's actually not the case,
• 2:08
  Speaker 1: and then there of course kind of countering that with
• 2:10
  Speaker 1: don't worry, the USA is to our rescue. Andy actually
• 2:14
  Speaker 1: goes the opposite of this in this clip.
• 2:16
  Speaker 2: Take a look even the Bloomberg article that says that
• 2:19
  Speaker 2: there are ships that are being loaded up to send
• 2:21
  Speaker 2: silver over to London. I don't believe that at all.
• 2:24
  Speaker 2: There is not a chance in hell that the metal
• 2:26
  Speaker 2: can move over there fast enough to meet these demands. Yeah,
• 2:29
  Speaker 2: you're talking millions of dollars, So what the physical demand
• 2:32
  Speaker 2: right now would eat that up for lunch. And if
• 2:35
  Speaker 2: supply were just fined, they wouldn't need this pr push.
• 2:38
  Speaker 2: So it's tariffs bs it is, and borrowing costs in
• 2:42
  Speaker 2: London that is spiked to one hundred percent annualized. What
• 2:46
  Speaker 2: this tells us is that the demand for physical silver
• 2:48
  Speaker 2: at the highest level. The day is short cannot deliver
• 2:51
  Speaker 2: is the day that silver breaks free. No delivery, no trust.
• 2:55
  Speaker 2: And if COMEX or the LBMA fails to deliver, it's
• 2:59
  Speaker 2: not a dip, it's a lift off of silver, and
• 3:01
  Speaker 2: the concagion that would come out of that would be extraordinary.
• 3:04
  Speaker 2: Trying to tell you that I've never seen anything like this.
• 3:07
  Speaker 2: In all the years I've done this, I have never
• 3:09
  Speaker 2: ever ever seen anything quite like this.
• 3:11
  Speaker 1: All right, So just to be clear, Andy runs an
• 3:14
  Speaker 1: organization that sells silver and gold. He actually might be
• 3:18
  Speaker 1: onto something, and of course I think the market thinks
• 3:20
  Speaker 1: he's onto something. The race to move gold bars out
• 3:22
  Speaker 1: of London is so frantic they're even in the cargo
• 3:25
  Speaker 1: of your flight to JFK coming out of the Wall
• 3:28
  Speaker 1: Street Journal. This simply means that they are trying any
• 3:30
  Speaker 1: means necessary to be able to get raw materials of
• 3:34
  Speaker 1: these commodities moving to these centers where you can actually
• 3:38
  Speaker 1: start to do physical delivery, because that is a big
• 3:40
  Speaker 1: business in the silver and gold community. Now I want
• 3:43
  Speaker 1: to go to a couple more clips here. This next
• 3:45
  Speaker 1: one will go into a little bit around what he's
• 3:47
  Speaker 1: talking about. How long this could last. Take a look.
• 3:51
  Speaker 3: So does that mean that we could just as easily
• 3:55
  Speaker 3: see a major pullback.
• 3:57
  Speaker 2: I have never seen anything like this, and as God
• 3:59
  Speaker 2: is my witness, I made a purchase myself today. Big
• 4:03
  Speaker 2: players are going to receive margin calls and things are
• 4:06
  Speaker 2: going to start to get crazy within a week. If
• 4:08
  Speaker 2: this continues, no one in the country will have stuff
• 4:10
  Speaker 2: for immediate delivery.
• 4:11
  Speaker 3: Wait within a week.
• 4:12
  Speaker 2: If this continues with this, why not? Yeah, absolutely, it's
• 4:16
  Speaker 2: that serious. Two billion dollars would obliterate everything that's in
• 4:20
  Speaker 2: the in the Western market in terms of physical supply, all.
• 4:23
  Speaker 1: Right, So you got to think about that, if you
• 4:25
  Speaker 1: only had a week's worth of supply of anything out
• 4:27
  Speaker 1: there in a commodity, especially, imagine the price shock that
• 4:30
  Speaker 1: that is going to send through the industry and especially
• 4:32
  Speaker 1: around the industry of silver or commodities like silver. This
• 4:35
  Speaker 1: is something that's being used in all sorts of technologies.
• 4:38
  Speaker 1: So it's a raw material, rare earth type raw material
• 4:42
  Speaker 1: that is now being pressured globally, and this is why
• 4:45
  Speaker 1: you're seeing such a move on the price of silver.
• 4:48
  Speaker 1: We also see this with with gold also accelerating up
• 4:51
  Speaker 1: the charts. Here's Mike Maloney, he's a Bank of America
• 4:54
  Speaker 1: and he's talking about the silver price prediction a little crazy.
• 4:58
  Speaker 1: Take a look.
• 4:59
  Speaker 4: Bank of America now sees sixty five.
• 5:01
  Speaker 5: Dollars silver plase gungling idiots. This could happen before the
• 5:05
  Speaker 5: end of the month. This is a forecast for next
• 5:08
  Speaker 5: year twenty twenty six.
• 5:11
  Speaker 2: They think that's going to happen, so gold.
• 5:13
  Speaker 5: Might hit forty two hundred by the year five thousand. Right,
• 5:17
  Speaker 5: These people are so far behind the curve and they
• 5:20
  Speaker 5: do not seem to understand or take into account human
• 5:24
  Speaker 5: psychology or math or math.
• 5:29
  Speaker 1: All right, guys, that's goldbugs, silver bugs understanding the market.
• 5:33
  Speaker 1: The fact that we've already hit forty two hundred on gold.
• 5:36
  Speaker 1: We've also seen these price targets that have been clearly
• 5:40
  Speaker 1: missed by some of the biggest ones out there, including
• 5:42
  Speaker 1: Bank of America, completely missed it. They're going to completely
• 5:44
  Speaker 1: miss it on silver as well. I want to go
• 5:47
  Speaker 1: over to this right here, which is Token i's commodities.
• 5:49
  Speaker 1: You can kind of see the explosion right here. And
• 5:51
  Speaker 1: remember there's no TOKENI silver yet, but see the tether gold,
• 5:55
  Speaker 1: Paxos gold all skyrocketing right there. There are a couple
• 5:59
  Speaker 1: of places is where you can still gain access to
• 6:02
  Speaker 1: it from a Token I side of thing, and I'll
• 6:04
  Speaker 1: show you that in a second before we jump there.
• 6:06
  Speaker 1: You can actually get silver over on your I Trust
• 6:09
  Speaker 1: capital account. So if you want to do long term
• 6:12
  Speaker 1: trading and do a tax free you can actually do
• 6:15
  Speaker 1: it over at I Trust or one of our partners,
• 6:17
  Speaker 1: perfect timing for them of what's happening in the silver market.
• 6:19
  Speaker 1: So check out I Trustcapital dot Com. We'll leave a
• 6:22
  Speaker 1: link down below so you can kind of learn a
• 6:24
  Speaker 1: little bit more about a CRYPTOIRA but also using gold
• 6:27
  Speaker 1: and silver, So go there. One other thing you got
• 6:30
  Speaker 1: to look at is this right here, tim Is. We've
• 6:31
  Speaker 1: had them on the show before. They rushed out to
• 6:33
  Speaker 1: get more silver as NFTs on their marketplace. You can
• 6:37
  Speaker 1: kind of see it. And then here was the tweak
• 6:39
  Speaker 1: coming in from Mani yesterday tm and sold many tokenis
• 6:43
  Speaker 1: RBA silver ounces. So again more demand on what's happening
• 6:47
  Speaker 1: over within the silver market in general. This is a
• 6:50
  Speaker 1: project and platform we've been watching here recently. I'm hoping
• 6:54
  Speaker 1: to get their CEO on. But it's called Denario, and
• 6:56
  Speaker 1: the cool thing is it's tokenized and you can still
• 6:59
  Speaker 1: get physical deliveries. Look at the TVL that's climbing within
• 7:03
  Speaker 1: DSc and Denario. The other thing that you have to
• 7:06
  Speaker 1: consider is this right here, almost this keeps climbing crazy.
• 7:10
  Speaker 1: But here's the interesting thing I want you to pay
• 7:12
  Speaker 1: attention to. These are the blockchains that they're on right there, guys,
• 7:15
  Speaker 1: Polygon Algoran plume, sonium, and B and B token I
• 7:18
  Speaker 1: silver over on uniswap, So that might be an angle
• 7:21
  Speaker 1: if you look at that right now and do a
• 7:23
  Speaker 1: TOKENI silver swap on uniswap right around fifty bucks, So
• 7:28
  Speaker 1: a pretty good deal in reality in comparison to what
• 7:30
  Speaker 1: we're seeing on physical silver. So let's take a look
• 7:33
  Speaker 1: at some yields on some of these Donario and also Rus.
• 7:37
  Speaker 1: This is one where you're able to go out and
• 7:39
  Speaker 1: earn some yields on TOKENI silver, and you can kind
• 7:43
  Speaker 1: of see the yields right there. But the point is
• 7:45
  Speaker 1: yields will be coming as we start to see this
• 7:47
  Speaker 1: market continue to move. Let's take a look here on
• 7:51
  Speaker 1: Polytrade and you can see it right there, commodities and
• 7:53
  Speaker 1: four x Donarios T silver. There's Arius or Rus right
• 7:57
  Speaker 1: there and Donario silver coins, so all of this over
• 8:01
  Speaker 1: on Polygon. Pay attention, guys, this is where it gets
• 8:04
  Speaker 1: a little bit interesting. Ethereum layer twos have been out
• 8:07
  Speaker 1: performing during this major recent correction, and this could be
• 8:12
  Speaker 1: good for Polygon because remember Polygon has been madic, which
• 8:17
  Speaker 1: is what it used to trade under. All of that
• 8:18
  Speaker 1: has been now reshifted I want to go over to
• 8:21
  Speaker 1: a clip because here is a little bit of what
• 8:24
  Speaker 1: sand Deep was talking about about L two season just
• 8:26
  Speaker 1: now beginning. Take a look.
• 8:28
  Speaker 4: So I think it was sixty two percent of tokenized
• 8:30
  Speaker 4: global bonds or on Polygon, which is obviously the majority,
• 8:33
  Speaker 4: which is incredible.
• 8:33
  Speaker 3: So we are the number one daily active users on USDC,
• 8:37
  Speaker 3: number one even above ahead of Base. Now we believe
• 8:40
  Speaker 3: that it's our time. This is what we do, this
• 8:42
  Speaker 3: is what we are good at.
• 8:43
  Speaker 4: So it's like six months ago, I think you hit
• 8:45
  Speaker 4: like an all time low.
• 8:46
  Speaker 3: All the L twos combined, Arbitram Optimism, Polygon combined at
• 8:50
  Speaker 3: less than ten B or ten eleven B today Hedera
• 8:52
  Speaker 3: hashgraph that has higher valuation than Polygon, Arbitram Optimist of combined,
• 8:57
  Speaker 3: all these three combined are lower valued than has Club,
• 9:00
  Speaker 3: which is an L one. This is basically a market
• 9:03
  Speaker 3: or pricing around el One's. Market is very heavily priced
• 9:05
  Speaker 3: around el On's. The markets will start reversing their pricing
• 9:08
  Speaker 3: of L two's also, which is extremely misplaced right now
• 9:11
  Speaker 3: and lower price all.
• 9:12
  Speaker 1: Right, so extremely mispriced, lower price right now. Stripe launched
• 9:16
  Speaker 1: the stable coin subscription on Polygon and Base now think
• 9:19
  Speaker 1: stable coin subscriptions primarily because that could be anything including
• 9:26
  Speaker 1: reoccurring payments. So think Netflix bills, any kind of bills
• 9:30
  Speaker 1: out there that have reoccurring payments, as well as subscription
• 9:34
  Speaker 1: platforms out there utilizing stable coins now on Polygon and Base.
• 9:38
  Speaker 1: So that's where the L two explosion could be coming.
• 9:41
  Speaker 1: If you look further over here from coinbased markets. One
• 9:44
  Speaker 1: thing to consider here is this migration that is happening.
• 9:47
  Speaker 1: All of this is happening between the fourteen and seventeen.
• 9:50
  Speaker 1: So this is Mattic to Paul token and sand Deep
• 9:54
  Speaker 1: even talks about that this is the biggest problem that
• 9:56
  Speaker 1: Polygon had. Let me go to a clip real quick,
• 9:59
  Speaker 1: he'll explain a little bit more. Take a look.
• 10:01
  Speaker 3: Secondly, we upgraded from Mattic open to poll. Okay, here,
• 10:04
  Speaker 3: everybody knows Matic is now poled. Yeah, but think about
• 10:07
  Speaker 3: that average trader in Turkey who's basically dives a uber
• 10:11
  Speaker 3: or rand the bodega. They have no clue. They just
• 10:14
  Speaker 3: they just saw that Matic is no longer there.
• 10:15
  Speaker 4: Yeah, okay, so for you, it's not talken about problem.
• 10:18
  Speaker 4: It's a problem.
• 10:18
  Speaker 3: It's a narrative problem. It's Token at like two percent
• 10:20
  Speaker 3: is like as low as it gets, tell me one
• 10:22
  Speaker 3: single project which has lower inflation than us, Like you know,
• 10:25
  Speaker 3: you see Solana for example, as seven percent relation. But
• 10:27
  Speaker 3: should the name go back to being Matic, like at least.
• 10:29
  Speaker 4: On exchanges, change the token taker back to mat Yeah thicker, Yeah,
• 10:32
  Speaker 4: that's nice.
• 10:33
  Speaker 3: But let's see what people say.
• 10:34
  Speaker 1: All right, So you see it right here, the migration
• 10:36
  Speaker 1: timeline starting to move, and of course with it, what
• 10:39
  Speaker 1: we're seeing is the acceleration around Mattic. And of course
• 10:42
  Speaker 1: all this ties into what's happening even in the silver
• 10:45
  Speaker 1: markets in general. Remember though, robin Hood delisted Cardano, Polygon Solana,
• 10:51
  Speaker 1: Remember that, guys, you guys remember that? Well, where do that?
• 10:55
  Speaker 1: What I mean by that is coming back all the
• 10:57
  Speaker 1: way to twenty twenty three, we're do a realist of
• 11:00
  Speaker 1: Polygon over on Robinhood. When that happens, who knows what
• 11:04
  Speaker 1: could happen of course with polyon token. All right, let's
• 11:06
  Speaker 1: take a look at goal versus Eth first to five K.
• 11:11
  Speaker 1: You can kind of see eth as leading it out
• 11:12
  Speaker 1: right here at around sixty three percent. So most likely
• 11:15
  Speaker 1: that's going to happen in terms of Eth being the
• 11:17
  Speaker 1: better play. But if you flip that and say, okay,
• 11:20
  Speaker 1: let's go into silver. With all of this supply shock
• 11:24
  Speaker 1: brewing right now, silver could actually be as equal of
• 11:28
  Speaker 1: an investment over all compared to ETH. So I don't know,
• 11:32
  Speaker 1: I'm probably going to play kind of fifty to fifty
• 11:34
  Speaker 1: on this right now. This is getting a little bit dicey.
• 11:36
  Speaker 1: If you look at ETH right now, even on a
• 11:38
  Speaker 1: forty percent move, that would put ETH at around fifty
• 11:41
  Speaker 1: six hundred. I'll kind of zoom in on that for
• 11:43
  Speaker 1: you guys, right around fifty six hundred with about a
• 11:45
  Speaker 1: forty percent move. Silver about the same position, probably around
• 11:50
  Speaker 1: eighty dollars on silver. And that's what Andy is kind
• 11:52
  Speaker 1: of pointing to is we could see an eighty dollars silver.
• 11:56
  Speaker 1: Silver is trading a little under sixty bucks right now.
• 11:59
  Speaker 1: So you guys take it for what it is, not
• 12:01
  Speaker 1: investment advice, but you guys should be doing your research
• 12:04
  Speaker 1: right now around how all this plays into the crypto
• 12:06
  Speaker 1: markets and investing in general. If you're not part of
• 12:08
  Speaker 1: the Diamond circle, get in. It's a great place to
• 12:10
  Speaker 1: get additional content from me and follow me out there
• 12:13
  Speaker 1: on X at Paul Baron. We'll catch you next time
• 12:15
  Speaker 1: right here on The Paul Baron Show,